Cadence Mid Cap Fund

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Daily Pricing 07/27/2017
NAV: $32.37
NAV $ Change: $-0.22
NAV % Change: -0.68%
YTD Return (as of 06/30/2017)
- at NAV 10.31%

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses. 

AMG Funds

Fund Updates

Effective June 30, 2016, Cadence Capital Management LLC (“Cadence”) underwent a potential change of control and as a result entered into new subadvisory agreements with AMG Funds LLC with respect to AMG Managers Cadence Capital Appreciation Fund, AMG Managers Cadence Mid Cap Fund and AMG Managers Cadence Emerging Companies Fund (the “Funds”). This did not and is not expected to result in any change in the Funds’ investment objectives and investment strategies or the services provided to the Funds by Cadence. Please read the Information Statement.

MCMFX Morningstar Risk-Adjusted Return Ratings as of June 30, 2017
Overall Rating 3 Years 5 Years 10 Years Category

(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth

Fund Facts (as of 6/30/2017)

Investment Style: Mid-Cap Growth
Benchmark(s): Russell Midcap® Growth Index
Subadvisor(s): Cadence Capital Management LLC
Fund Net Assets: $124,048,977

Share Class Facts

Share Class: Z
Ticker: MCMFX
Inception Date: 8/26/1991
Expense Ratio:
(Gross / Net)
0.72% / 0.72%
Minimum Investment:
Initial / Subsequent
$5,000,000 / $1,000
Minimum IRA Investment:
Initial / Subsequent
$50,000 / $1,000
Maximum Sales Charges: N/A
12b-1 Fees: N/A

Prior to October 1, 2016, the Fund’s N shares were known as Investor shares.

Prior to October 1, 2016, the Fund’s I shares were known as Service shares.

Prior to October 1, 2016, the Fund’s Z shares were known as Institutional shares.

Learn more about share classes offered by AMG Funds.

Fund Focus

The Fund invests in common stocks of U.S. companies with medium-market capitalizations. The Fund currently defines medium-market capitalization companies as those with a market capitalization within the market capitalization range of the companies represented in the Russell Midcap® Index. Cadence Capital Management LLC (Cadence) uses a "growth-at-a-reasonable-price" investment philosophy, allowing the team to invest in companies that exhibit both growth and value characteristics. The team ranks the stocks in this universe based on a series of growth factors, such as the change in consensus earning estimates over time, the company's history of meeting earnings targets, earnings quality and improvements on return on equity, as well as a series of value criteria, such as price-to-earnings ratio and free cash flow relative to enterprise value. The team then subjects the most attractively ranked stocks to an analysis of company factors (such as strength of management, competitive industry position and business prospects) and financial statement data to select approximately 70 to 95 stocks to hold in the Fund. The Fund may also invest in real estate investment trusts (REITs).

Where This Fund May Fit As Part Of Your Asset Allocation

The Fund may be appropriate for your overall investment allocation if you are:

  • Looking to gain exposure to mid-sized, high-quality U.S. companies
  • Seeking long-term growth of capital
  • Willing to accept a higher degree of risk for the opportunity of higher potential returns
  • Willing to accept short-term volatility of returns

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

Fund inception dates reflect that of the Predecessor Fund, which was reorganized into the Fund on September 27, 2010.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower. Past performance is no guarantee of future results.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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